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Advisor

Todd Thompson

Rogue Advisors · Grants Pass, Oregon

Todd Thompson is a fee-only financial advisor at Rogue Advisors in Grants Pass, Oregon. Todd charges a percentage of assets, hourly fees and a one-time planning fee and focuses on retirement planning, small business owners and family wealth transfer.

Percentage of assetsHourlyOne-time planning fee Fee-only

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Specialties

Who they serve

  • Retirees
  • Founders

Facts

FirmRogue Advisors
Based in Grants Pass, Oregon
Fee modelPercentage of assets · Hourly · One-time planning fee
Assets under management$80.0M across 345 accounts
SEC registration Investment adviser representative in AZ, OR · CRD 4955980
Exams passedSeries 65 (2005)
Firm size2 employees
Disclosures None reported
Websiterogueadvisors.com

How Todd's firm compares

  • Rogue Advisors's average account is about $232,000, from its Form ADV (assets managed divided by 345 accounts).

What fee-only advisors charge in Oregon

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Questions about Todd

Is Todd Thompson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Rogue Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Todd charge for financial advice?

Todd charges a percentage of assets, hourly fees and a one-time planning fee.

Where is Todd Thompson based?

Todd Thompson is based in Grants Pass, Oregon.

What does Todd specialize in?

Todd's specialties include retirement planning, small business owners and family wealth transfer. Todd works with retirees and founders.

Is Todd Thompson registered with the SEC?

Yes. Todd Thompson is registered as an investment adviser representative in AZ and OR (CRD 4955980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Rogue Advisors manage?

Rogue Advisors reports $80.0M across 345 accounts in assets under management.

How do I contact Todd Thompson?

Through Todd's website, rogueadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • Rogue Advisors website : specialties, clients served, and fees, checked October 30, 2026
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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